SEI Investments (SEIC)

SEI Investments Distribution Co. • SEI Investments Management Corporation • SEI Investments Developments, Inc. • SEI Custodial Operations Company, LLC • SEI Trust Company • SEI Funds, Inc. • SEI Investments, Inc. • SEI Global Investments Corporation • SEI Investments Canada Company • SEI Advanced Capital Management, Inc. ...

IRS number

231707341

SEIC stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$90.00

Low target

$81.00

High target

$99.00

Latest filings (excl ownership)

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8-K

SEI Reports First-Quarter 2025 Financial Results

23 Apr 25

ARS

2024 FY

Annual report to shareholders

14 Apr 25

Regulation FD Disclosure

27 Feb 25

8-K

Departure of Directors or Certain Officers

20 Feb 25

SEI Reports Fourth-Quarter 2024 Financial Results

29 Jan 25

8-K/A

Regulation FD Disclosure

17 Jan 25

8-K

Regulation FD Disclosure

14 Jan 25

Transcripts

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SEIC

Earnings call transcript

2025 Q1

23 Apr 25

SEIC

Earnings call transcript

2024 Q4

29 Jan 25

SEIC

Earnings call transcript

2024 Q3

23 Oct 24

SEIC

Earnings call transcript

2024 Q2

24 Jul 24

SEIC

Earnings call transcript

2024 Q1

24 Apr 24

SEIC

Earnings call transcript

2023 Q4

31 Jan 24

SEIC

Earnings call transcript

2023 Q3

25 Oct 23

SEIC

Earnings call transcript

2023 Q2

26 Jul 23

SEIC

Earnings call transcript

2023 Q2

26 Jul 23

SEIC

Earnings call transcript

2023 Q1

20 Apr 23

Latest ownership filings

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Notice of proposed sale of securities

3 Mar 25

144

Notice of proposed sale of securities

3 Mar 25

SC 13G/A

LOOMIS SAYLES & CO L P

12 Feb 25

13F-HR

Quarterly holdings report by institutional manager

11 Feb 25

WILLIAM DORAN

3 Jan 25

Financial summary

Financial statements Chart SEIC financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	840.19 mm	840.19 mm	840.19 mm	840.19 mm	840.19 mm	840.19 mm
Cash burn (monthly)	20.41 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	78.89 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	761.31 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	37.3	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

SEIC institutional ownership history Ownership history

72.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	533	493	+8.1%
Opened positions	97	48	+102.1%
Closed positions	57	44	+29.5%
Increased positions	155	171	-9.4%
Reduced positions	183	182	+0.5%

13F shares	Current	Prev Q	Change
Total value	6.21 tn	5.14 tn	+20.7%
Total shares	90.72 mm	91.19 mm	-0.5%
Total puts	9.50 k	212.00 k	-95.5%
Total calls	67.40 k	117.30 k	-42.5%
Total put/call ratio	0.1	1.8	-92.2%

Largest owners	Shares	Value	Change
Vanguard	11.60 mm	$956.79 bn	+0.1%
BlackRock	11.50 mm	$948.74 bn	+0.8%
Loomis Sayles & Co L P	8.84 mm	$728.90 mm	-3.4%
STT State Street	5.68 mm	$471.45 bn	-0.4%
MS Morgan Stanley	5.63 mm	$464.23 bn	-3.8%
BAC Bank of America	2.85 mm	$234.79 bn	-6.2%
Beutel, Goodman & Co	2.66 mm	$219.72 mm	-33.7%
Geode Capital Management	2.58 mm	$212.59 bn	+2.4%
IVZ Invesco	2.26 mm	$186.00 bn	-11.8%
Dimensional Fund Advisors	1.62 mm	$133.74 bn	-0.9%

Largest transactions	Shares	Bought/sold	Change
Beutel, Goodman & Co	2.66 mm	-1.35 mm	-33.7%
Norges Bank	582.07 k	+582.07 k	NEW
Raymond James & Associates	0.00	-544.48 k	EXIT
RJF Raymond James Financial	515.86 k	+515.86 k	NEW
Citadel Advisors	745.90 k	-470.14 k	-38.7%
First Trust Advisors	482.58 k	-468.60 k	-49.3%
FMR	1.23 mm	+348.11 k	+39.3%
Los Angeles Capital Management & Equity Research	323.74 k	+323.74 k	NEW
Loomis Sayles & Co L P	8.84 mm	-310.62 k	-3.4%
IVZ Invesco	2.26 mm	-302.00 k	-11.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SEIC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
31 Mar 25	Ryan Hicke	Common Stock	Payment of exercise	Dispose F	No	No	77.11	4,349	335.35 k	168,259.77
18 Mar 25	Sean Denham	Common Stock	Payment of exercise	Dispose F	No	No	74.96	7,823	586.41 k	52,177
5 Mar 25	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	76.28	1,372	104.66 k	7,078,708
4 Mar 25	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	77.2	13,855	1.07 mm	7,080,080
4 Mar 25	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	76.49	47,718	3.65 mm	7,093,935
4 Mar 25	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	75.77	18,427	1.40 mm	7,141,653
3 Mar 25	Mark Andrew Warner	Common Stock	Sell	Dispose S	No	No	80.39	5,000	401.95 k	1,300
3 Mar 25	Mark Andrew Warner	Common Stock	Option exercise	Acquire M	No	No	53.34	2,500	133.35 k	6,300
3 Mar 25	Mark Andrew Warner	Common Stock	Option exercise	Acquire M	No	No	53.34	2,500	133.35 k	3,800
3 Mar 25	Mark Andrew Warner	STOCK OPTION RIGHT TO PURCHASE Common Stock	Option exercise	Dispose M	No	No	53.34	2,500	133.35 k	0